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- Tasks: Advise high-net-worth clients with pre-booked meetings and no cold calling.
- Company: Leading financial advisory firm located in London's iconic Gherkin.
- Benefits: Base salary of £70K plus commission, with potential earnings over £200K.
- Why this job: Join a prestigious firm and make a significant impact on clients' financial futures.
- Qualifications: Minimum 2 years’ experience in wealth management and Inheritance Tax solutions.
- Other info: Opportunity to work in a dynamic environment with high earning potential.
A leading financial advisory firm in London's Gherkin is seeking experienced Financial Advisers to serve high-net-worth clients. With pre-booked meetings and a focus on advisory rather than cold calling, successful advisers have the potential to earn over £200K through a £70K base salary and lucrative commission.
The role demands:
- A minimum of 2 years’ experience
- Expertise in Inheritance Tax solutions
- Proven wealth management skills
Elite Financial Advisor — Pre-Booked HNW Meetings in City of London employer: Thornton & Baines IFA Ltd
Contact Detail:
Thornton & Baines IFA Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Elite Financial Advisor — Pre-Booked HNW Meetings in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing those high-net-worth clients.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in Inheritance Tax solutions and wealth management. Whether it’s a blog post, a video, or even a webinar, let potential clients see what you can bring to the table. This will set you apart from the competition.
✨Tip Number 3
Practice your pitch! You’ll want to be ready for those pre-booked meetings. Role-play with a friend or mentor to refine your approach. Make sure you can clearly communicate how you can help clients achieve their financial goals without sounding too salesy.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Don’t miss out on the chance to join a leading firm in a prime location. Get your application in and let’s get you started on this exciting journey!
We think you need these skills to ace Elite Financial Advisor — Pre-Booked HNW Meetings in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and Inheritance Tax solutions. We want to see how your skills align with the needs of high-net-worth clients, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. We love seeing genuine passion for financial advisory, so let us know what excites you about working with high-net-worth clients.
Showcase Your Experience: Since we’re looking for candidates with at least 2 years of experience, make sure to detail your previous roles and responsibilities. Highlight any successful client relationships or significant deals you've closed to demonstrate your expertise.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Thornton & Baines IFA Ltd
✨Know Your Numbers
Make sure you’re well-versed in the financial metrics and products relevant to high-net-worth clients. Brush up on your knowledge of Inheritance Tax solutions and wealth management strategies, as these will likely come up during the interview.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your advisory skills and successful client interactions. Be ready to discuss how you’ve helped clients achieve their financial goals, as this will demonstrate your capability to handle the responsibilities of the role.
✨Understand the Firm's Culture
Research the firm’s values and culture, especially since they operate in a prestigious location like the Gherkin. Tailor your responses to align with their ethos, showing that you’re not just a fit for the role but also for the company.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client relationships and their expectations for the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
